Add "gift listing by constituent" (similar to "pledges by constituent") as an insight for reporting

It's great that RE users can click into insights like "Gift Amount Received" and see the breakdown of gift details (e.g. constituent name, gift amount, etc.). However, if I want to send a report on gifts to NON RE users, then this is useless, as non RE users cannot click into these gift details. Therefore, there needs to be an insight that provides a basic gift listing.

  • Guest
  • Mar 16 2020
  • Attach files